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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,851 | $110,212-52.0% | $96,534-45.3% | $139,466-62.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.40% | 26.42%-5.0pp | 25.88%-4.5pp | 373.66%-352.3pp |
| Employer contribution / active EE | $2,305 | $3,620-36.3% | $2,965-22.3% | $4,754-51.5% |
| Participant deferral / active EE | $4,377 | $5,547-21.1% | $4,851-9.8% | $6,712-34.8% |
| Admin fee / account holder | $5,199 | $11,599-55.2% | $8,253-37.0% | $11,409-54.4% |